Important information
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In Leviy, tasks can be registered and planned. The first step to register and plan tasks is to configure the tasks.
Follow the steps below to configure the tasks:
1. Use the search function in the menu bar to navigate to the Object
2. Click on Configuration at the top right
3. Go to Task definitions
4. Click on Add
in the top right corner
5. Enter the details of the task
a. Fill in the Title of the task
b. Fill in a System name Note: this is only allowed in lower case!
c. Add a Description here
d. Choose a Colour
e. Choose Periodic or Daily
f. Click on Add
You have now configured the tasks for an object.
Take note
The system name must be unique and may not contain capital letters or special characters.
Now it's time for step 2, configuring the tasks for the applicable unit categories. To choose how to register tasks to the unit categories, you need to know that tasks can be used in three different ways in Leviy;
- Task registration is the ad hoc registration of tasks
- Scheduled Tasks are scheduled on a date
- Periodic Tasks are presented in the App to show how many days it will take for the tasks to be performed again
In this article, you can find more explanation about the differences between these three possibilities.
Click below on the subject which is applicable:
Configuring Task Registration & Scheduled Tasks
Follow the steps below to register tasks for units:
1. Use the search function in the menu bar to navigate to the Object
2. Click in the left menu on Unit Categories
3. Click on the title of the Unit category
4. Click on Tasks
5. Click on Add
at the top right
6. Choose the Task you want to configure for the unit category
7. Fill in the Cleaning Time and Inspection Time
Repeat step 1 to 6 if there are multiple unit categories you would like to configure tasks for.
The task is now configured and can be registered in the App.
Would you like to schedule the task? Then click here.
Configuring Periodic Tasks
Follow the steps below to register tasks for units:
1. Use the search function in the menu bar to navigate to the Object
2. Click in the left menu on Unit Categories
3. Click on the title of the Unit category
4. Click on Tasks
5. Click on Addat the top right
6. Choose the Task you want to configure
7. Enter the Cleaning time and Inspection time that apply.
8. Select a Frequency that applies.
Repeat step 1 to 6 if there are multiple unit categories you would like to configure tasks for.
The task is now configured and can be registered in the App.
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